Filed September 24, 2025 (most recent of 3 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,781 | $70,667-46.5% | $123,105-69.3% | $52,331-27.8% |
| Participation rate | 86.1% | 83.7%+2.4pp | 86.8%-0.6pp | 68.1%+18.0pp |
| Annual return | -0.34% | 6.23%-6.6pp | 13.22%-13.6pp | 4.54%-4.9pp |
| Employer contribution / active EE | $893 | $2,946-69.7% | $5,151-82.7% | $1,882-52.5% |
| Participant deferral / active EE | $2,890 | $4,493-35.7% | $6,229-53.6% | $3,022-4.4% |
| Admin fee / account holder | $9,954 | $506+1865.2% | $9,014+10.4% | $592+1582.6% |